据雅虎财经报道，三位知情人士透露，人工智能公司Anthropic 最早将于本周五公开提交 S-1 投资者招股说明书。此举将是该公司迈出的关键一步，有望成为史上规模最大的 IPO。备受瞩目的IPO预计将超过SpaceX（SPCX）6月份的IPO，被广泛视为对投资者对人工智能热潮兴趣的关键考验，因为投资者越来越担心该行业的巨额支出。
Anthropic公司于6月向美国证券交易委员会（SEC）秘密提交了IPO注册声明草案。根据SEC规定，采用保密流程的公司必须在正式投资者路演开始前15个日历日公开其注册材料。
Anthropic公司没有回应有关其S-1文件提交时间的置评请求。
公开备案将扫清11月上市的关键程序障碍，但具体上市时间仍取决于市场状况和其他因素。至关重要的是，这也将使普通投资者首次了解这家人工智能行业增长最快的公司之一的财务细节和风险。
Anthropic 公司正在斥资数十亿美元用于人工智能基础设施，以训练和运行其 Claude 模型套件。这包括与Google ( GOOG ， GOOGL ) 和亚马逊 ( AMZN ) 合作，以及从 SpaceX 的 Colossus 1 数据中心租用图形处理器 (GPU) 容量。
据《华尔街日报》周二报道，该公司2026年上半年营收为163亿美元，净亏损超过800亿美元。路透社此前报道称，华尔街预计该公司估值可达2万亿美元，融资额最高可达1000亿美元。
据《金融时报》报道，上周，Anthropic 在其旧金山办事处向投资者表示，其第三季度收入攀升至 168 亿美元，高于第二季度的 115 亿美元，并指出该公司经调整后也实现了盈利。
在今年IPO市场竞争日益激烈的背景下，这笔巨额融资显得尤为引人注目。本周早些时候，韩国数据中心提供商Elice在筹集1.51亿美元后，首日股价暴跌32%。英伟达支持的Firmus Grid本月早些时候突然搁置了上市计划，原因是投资者对其拟定的估值持反对意见。此外，还有几家公司以市场状况为由推迟了上市计划。
近几日，上市人工智能相关公司的股价也出现波动，因为投资者对人工智能行业庞大的支出需求变得更加谨慎。尤其是CoreWeave，由于投资者质疑其未来的收入前景与其债务负担之间的关系，该公司受到了密切关注。
这一转变凸显了今年早些时候热情买入人工智能相关公司的投资者们如今变得更加挑剔。
一位知情人士表示，鉴于 Anthropic 的规模巨大，其 IPO 的时机预计也将对未来几周内寻求上市的其他公司产生重大影响。
Anthropic 凭借其 Claude 聊天机器人、流行的 AI 编码工具 Claude Code 和 Claude Cowork，在企业市场站稳了脚跟。
竞争对手 OpenAI 原计划于今年进行 IPO，但现在预计将于 2027 年初上市。
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According to Yahoo's financial report, three informed sources have revealed that the artificial intelligence company Anthropic will be publicly presenting the S-1 investor's statement at the earliest this Friday. This will be a key step for the company, hopefully becoming the largest IPO in history. High-profile IPOs, which are expected to surpass SpaceX (SPCX) in June, are widely seen as a key test of investor interest in artificial intelligence booms, as investors are increasingly concerned about the huge expenditures of the industry.
Anthropic secretly submitted a draft IPO registration statement to the United States Securities and Exchange Commission (SEC) in June. Under SEC, companies using confidential processes are required to disclose their registration materials 15 calendar days prior to the commencement of the official investor road show.
Anthropic did not respond to a request for comment on the timing of its S-1 submission.
Public filing will clear the key procedural obstacles to listing in November, but the timing of listing will still depend on market conditions and other factors. It is crucial that this also give ordinary investors the first time to know the financial details and risks of one of the fastest growing firms in the home-based industry.
Anthropic is spending billions of dollars on artificial intelligence infrastructure to train and run its Claude model suite. This includes working with Google (GOOG, GOOGL) and the Amazon (AMZN) and renting graphic processor (GPU) capacity from SpaceX 's Colossus 1 data centre.
According to the Wall Street Journal, on Tuesday, the company collected $16.3 billion in the first half of 2026, resulting in a net loss of over $80 billion. Reuters had previously reported that Wall Street expected the company to have a value of $2 trillion and a financing of up to $100 billion.
According to the Financial Times, last week, at its San Francisco office, Anthropic indicated to investors that his income in the third quarter had climbed to $16.8 billion, up from $11.5 billion in the second quarter, and that the company had also achieved a profit by adjusting.
This huge financing is particularly striking in the context of increasing competition in the IPO market this year. Earlier this week, the Korean data centre provider Alice, after raising $151 million, fell 32 per cent in stock prices on the first day. Fermus Grid, supported by Young Weida, suddenly set aside the listing plan earlier this month because investors objected to his proposed valuation. In addition, several companies have postponed their listing plans because of market conditions.
In recent days, the share prices of listed AI-related companies have also fluctuated, as investors have become more cautious about the large spending demand for AI-related industries. In particular, CoreWeave received close attention as investors questioned the relationship between its future income prospects and its debt burden.
This shift highlights the fact that investors who enthusiastically bought AI-related companies earlier this year are now becoming more critical.
An informed source suggests that given the scale of Anthropic, the timing of IPO is also expected to have a significant impact on other companies seeking to be listed in the coming weeks.
With its Claude chat robot, the popular AI coding tool Claude Code and Claude Work, Anthropic has stabilized in the corporate market.
The competitor, Open AI, had planned an IPO this year, but is now expected to be listed early in 2027.
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